Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 11, 2025 Q1 2025

Sulzberger Capital Advisors, Inc.

  • SHV
  • VOO
  • MSFT
  • VTI
  • NVDA
  • JEPI
  • BRK-B
Sulzberger Capital Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 76.1 Billion
Stocks 48
Filing on Apr 11, 2025 Q1 2025

Towneley Capital Management, Inc / De

  • VTI
  • VXUS
  • VGIT
  • WINN
  • VCSH
  • SGOL
  • SCHD
Towneley Capital Management, Inc / De's Q1 2025 Portfolio
Portfolio Value 427 Billion
Stocks 44
Filing on Apr 11, 2025 Q1 2025

Reliant Investment Management, LLC

  • AVGO
  • AAPL
  • GOOGL
  • TYL
  • HD
  • PWR
  • AXP
Reliant Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 180 Million
Stocks 58
Filing on Apr 11, 2025 Q1 2025

Strategent Financial, LLC

  • VOO
  • JQUA
  • JPST
  • QQQ
  • QQQM
  • SDY
  • VEA
Strategent Financial, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 33
Filing on Apr 11, 2025 Q1 2025

Aafmaa Wealth Management & Trust LLC

  • VCSH
  • SPY
  • IUSG
  • MBB
  • HYG
  • AIQ
  • XLF
Aafmaa Wealth Management & Trust LLC's Q1 2025 Portfolio
Portfolio Value 215 Million
Stocks 114
Filing on Apr 11, 2025 Q1 2025

Princeton Global Asset Management LLC

  • MSFT
  • AVGO
  • TSM
  • JPM
  • BX
  • BRK-B
  • AAPL
Princeton Global Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 474 Million
Stocks 599
Filing on Apr 11, 2025 Q1 2025

Intergy Private Wealth, LLC

  • QQQ
  • SCHD
  • VEA
  • SCHF
  • VV
  • AVDV
  • VUG
Intergy Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 260 Million
Stocks 94
Filing on Apr 11, 2025 Q1 2025

Hoese & CO LLP

  • IEI
  • IVV
  • SPHQ
  • QUAL
  • IUSB
  • DGRO
  • VOO
Hoese & CO LLP's Q1 2025 Portfolio
Portfolio Value 114 Million
Stocks 177
Filing on Apr 11, 2025 Q1 2025

Barton Investment Management

  • NFLX
  • SHOP
  • AMZN
  • OWL
  • GLBE
  • AL
  • EQIX
Barton Investment Management's Q1 2025 Portfolio
Portfolio Value 811 Million
Stocks 46
Filing on Apr 11, 2025 Q4 2024

Cooper Capital Advisors LLC

  • BRK-B
  • BUFR
  • QPFF
  • JPM
  • AMZN
  • MSFT
  • SPLG
Cooper Capital Advisors LLC's Q4 2024 Portfolio
Portfolio Value 96.4 Billion
Stocks 35
Filing on Apr 11, 2025 Q1 2025

Fiduciary Planning LLC

  • DGRW
  • VTIP
  • VRIG
  • EQWL
  • XLK
  • SMH
  • OEF
Fiduciary Planning LLC's Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 75
Filing on Apr 11, 2025 Q1 2025

Lpf Advisors LLC

  • VTI
  • BND
  • QQQ
  • VCIT
  • FBND
  • VOE
  • TLT
Lpf Advisors LLC's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 34
Filing on Apr 11, 2025 Q1 2025

Ggm Financials LLC

  • JGRO
  • BUFF
  • IWR
  • IAK
  • JAVA
  • USMV
  • QQQ
Ggm Financials LLC's Q1 2025 Portfolio
Portfolio Value 146 Billion
Stocks 61
Filing on Apr 11, 2025 Q1 2025

Gateway Investment Advisers LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOG
Gateway Investment Advisers LLC's Q1 2025 Portfolio
Portfolio Value 8.63 Billion
Stocks 504
Filing on Apr 11, 2025 Q1 2025

Pine Haven Investment Counsel, Inc

  • MSFT
  • AAPL
  • COST
  • BRK-B
  • SBUX
  • ABBV
  • SCHW
Pine Haven Investment Counsel, Inc's Q1 2025 Portfolio
Portfolio Value 117 Million
Stocks 113
Filing on Apr 11, 2025 Q1 2025

Leicht Financial Planning & Wealth Management, Inc.

  • SPYG
  • SPTI
  • SPYV
  • SPDW
  • SPMB
  • SPSM
  • SPIB
Leicht Financial Planning & Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 191 Million
Stocks 18
Filing on Apr 11, 2025 Q1 2025

Olio Financial Planning

  • VTV
  • DFUS
  • VEA
  • FBND
  • VTI
  • VOE
  • DFAT
Olio Financial Planning's Q1 2025 Portfolio
Portfolio Value 288 Million
Stocks 59
Filing on Apr 11, 2025 Q1 2025

Vanguard Capital Wealth Advisors

  • AAPL
  • AMZN
  • NVDA
  • GOOG
  • URI
  • META
  • GDX
Vanguard Capital Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 78.9 Million
Stocks 113